Moneo Wealth Management Ltd - Bristol

Moneo Wealth Management Ltd - A Comprehensive Overview

Moneo Wealth Management Ltd, located at 61 Apsley Rd, Clifton, Bristol BS8 2SW, United Kingdom, is a reputable financial planning firm that has been serving clients for many years. With a phone number of 1179738288 and a website at moneo-ifa.co.uk, the company offers a range of financial services to help individuals and businesses achieve their financial goals.

Specialties: Financial planner.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet, Appointments recommended.

Opinions: This company has 46 reviews on Google My Business.

Average opinion: 5/5.

Moneo Wealth Management Ltd has built a strong reputation for providing personalized financial advice and solutions to clients. The company's team of experienced financial advisors works closely with clients to understand their unique financial situations and develop tailored strategies to help them reach their objectives. Whether clients are looking to save for retirement, invest for the future, or plan for other major life events, Moneo Wealth Management Ltd has the expertise and resources to help them achieve their goals.

In addition to their commitment to providing high-quality financial advice, Moneo Wealth Management Ltd is also dedicated to delivering exceptional customer service. The company's friendly and knowledgeable staff is always available to answer questions and provide support, ensuring that clients feel confident and well-informed throughout the financial planning process.

Moneo Wealth Management Ltd's location at 61 Apsley Rd, Clifton, Bristol BS8 2SW, United Kingdom, makes it easy for clients in the area to access their services. The company's wheelchair-accessible car park and seating, as well as their clean and well-maintained toilet facilities, demonstrate their commitment to providing a comfortable and inclusive experience for all clients.

To learn more about Moneo Wealth Management Ltd and how they can help you achieve your financial goals, visit their website at moneo-ifa.co.uk or call 1179738288 to schedule an appointment.

👍 Reviews of Moneo Wealth Management Ltd

Catherine M.

5/5

I was referred to Ken Simmonds by a colleague who uses Moneo’s Financial Planning services. I was a little apprehensive about seeing a financial advisor having been approached by a few on LinkedIn. I decided I wanted to speak to someone recommended to me and I’m really happy that I saw Ken. He was really approachable and really patient explaining the murky world of tax and pensions.
Ken was able to clarify the key things I need to consider, including how much money I would need to fund my retirement, the asset allocation of my pension funds, the appropriate contribution levels to retain tax allowances, the pros and cons of property Vs investing, and how to build up funds so I can help my children get on to the property ladder.

Catherine H.

5/5

I was looking for help re financial planning, and friends who had previously used Ken's services recommended him to me. Ken advised me in terms of how to make my money work harder without exposing it to risk, and on tax efficiency. He quickly established that I don't have an Inheritance tax issue, and advised me to seek confirmation on annual increases from one of my pension providers. His advice was clear, straihtforward and helpful.

Matt H.

5/5

Ken and the team at Moneo are excellent. I needed a business to look after my financial matters and as I was getting close to retirement it was essential to get it right first time. I have been managed by Moneo since June 2021 and they have always been quick to respond and I am very happy with the service that I receive.

JIM M.

5/5

We were strongly recommended by family member who had previously worked with Ken and invested with him since Ken started up Moneo
We needed financial advice on planning retirement
Ken met us both and pulled all our financial strands together to provide stable plan to allow us to confidently retire.
We were very impressed how quickly we became one of the Moneo family and how Ken cared about making our plans successful for us
Ken (through Moneo) has provided us with confidence and security in having a robust plan ensuring we have a regular income that’s meets our needs In retirement
We were both weak on financial matters and very unaware of how we would cope in retirement and his advice has been excellent. He is always available for continuing help, advice and guidance.
Our only complaint is we did not meet him sooner as we are certain we would be in a stronger wealth position with his advice, guidance and investment within Moneo

Steve O.

5/5

I contacted Moneo looking for advice on pension contributions. It quickly became clear that my level of investment wouldn't be worth me becoming a client with Moneo, but nonetheless Ken gave me excellent and generous advice on what I should consider instead - completely free of charge. Would recommend anyone looking for financial advice to give them a ring.

David B.

5/5

After may years of managing my own investments, I found I was running out of time to do the job properly. I had been generally un-impressed by employer provided financial advisors who seemed more interested in commissions than my financial planning, but Moneo were completely different. I feel that Ken and his team truly have my best interests at heart. They provide a very professional service with high quality advice tailored to my needs. They are very transparent and I trust their advice and judgement. I would recommend Moneo to anyone seeking a financial advisor for long term wealth management.

Jerzy W.

5/5

We were finding it hard to manage our fragmented finances and realised we needed to work with an expert in this area. We found Moneo and Ken has now been our trusted advisor since 2009. Working with Moneo allows us to concentrate on what is important to us confident that our money was invested wisely.
We have always received extremely responsive financial advice, tailored to our ethical investment beliefs. Ken also provides advice when our circumstances change. Ken keeps us regularly updated on how our Financial Plan is progressing. We meet at least annually, and our money has progressively grown despite the ups and downs of stock markets. Worth every penny!

Jim P.

5/5

I am delighted to provide a review for Ken Simmonds and Moneo. My wife and I had never had any money to invest, but when I retired in 2007 I received a significant lump sum and needed advice on investment. I searched for a local Chartered Financial Planner and found Moneo a short walk from home: we have never regretted using them. The service is personal. Ken listened carefully to our needs and plans for our future. His bespoke advice is tailored accordingly: he is always responsive to our calls and helpful with all questions. We have received sound advice on investment which has protected us from major falls in the stock market whilst seeming to give us the benefits of rises! We have had help on further pensions and tax efficient investing, receive timely reminders of actions we should take and rapid advice when circumstances change. The money we spend on fees for Moneo is money well invested!